A tailored approach and bespoke structures for your legacy.

There are times when significant decisions about family wealth can no longer wait. Moving to another country, changing a legal regime, an approaching succession, starting a family, or simply wanting to prepare for the future—all of these moments call for strategy, time, and informed decision-making.

At LEGADO FAMILIAR, we always start from the family’s real circumstances—their concerns, challenges, and goals. We listen carefully, understand what is at stake, and help transform worries into structured, coherent decisions designed to protect what has already been built and prepare for what lies ahead.

We do not rely on ready-made solutions. Each family is unique, with its own challenges and dynamics, and deserves approaches that are carefully designed and truly bespoke.

How We Support Your Family and Your Wealth.

Because every family has its own rhythm, and every estate carries its own complexity.

Wealth Protection & Strategic Planning 

A family’s wealth brings together decisions, documents, structures, responsibilities, and advisers that multiply over time. Often, the challenge does not lie in the decision itself but in knowing what exists, what is missing, what is outdated, and who is handling each matter. Without this clarity, any step can lead to unintended consequences.

At LEGADO FAMILIAR, we help bring order, rigour and predictability to family wealth. We gather essential information, organise complex matters, monitor ongoing processes, and co-ordinate professionals across different areas and countries. The result is simple: families make decisions with confidence, avoiding risks, administrative gaps, and inconsistencies within their overall structure.

Family, Succession & Lifetime Management

Family matters become difficult when expectations are unclear, when important conversations are postponed, or when each person has a different perception of what is being decided. Without structure, tensions arise, misunderstandings grow, and decisions can leave marks that last into the future.

At LEGADO FAMILIAR, we help organise these matters with discretion, method, and sensitivity. We gather the necessary information, facilitate essential conversations, structure successions, and support families through transitions so they can move forward with clarity and stability. The aim is simple: to reduce uncertainty, prevent conflict, and give families a calmer, clearer path for their decisions.

  • Organisation of wealth information

    We gather and structure dispersed patrimonial information — properties, bank accounts, insurance policies, contracts, shareholdings and more — so that everything is accessible, clear and up to date. This reduces the risk of decisions being made on incomplete or outdated information.

    Monitoring of administrative and procedural matters

    We track deadlines, renewals, obligations and administrative procedures that cannot be overlooked. The aim is to prevent simple oversights that may lead to costs, penalties or future complications.

    Operational liaison with institutions and service providers

    We handle the practical follow-up of processes with banks, insurers, accountants, lawyers and property managers, ensuring that each procedure is initiated and concluded efficiently.

    Consolidated view for day-to-day decision-making

    We prepare clear, non-financial and non-technical summaries of the key matters at hand, giving the family an objective overview of priorities, risks and pending issues. This supports informed decisions, reduces uncertainty and helps avoid unpleasant surprises.

  • Assessment of international implications before deciding

    Before creating a structure, purchasing property abroad or changing residence, we help identify the fiscal, succession and administrative effects of that decision across all relevant jurisdictions. The aim is simple: to avoid decisions that solve one problem but create another.

    Compatibility review of existing structures

    We analyse companies, trusts, insurance arrangements, bank accounts and other existing vehicles to assess whether they remain suitable or whether they create risks, redundancies or cross-border conflicts. We help determine what should be maintained, adapted or discontinued to prevent inconsistencies that may become costly in the future.

    Adapting structures when changing residence

    When a family chooses to change its legal or tax residence, we assess whether existing structures will continue to operate effectively in the new jurisdiction — including company administration, similar structures, validity of insurance policies, banking and investment positions, and property rules.
    We anticipate issues and adjust where necessary, ensuring that the move does not generate unexpected losses.

    Strategic co-ordination between international advisors

    We work to ensure that tax advisors, lawyers, banks and service providers in different countries operate with the same information and understand the global impact of each decision.
    This co-ordination prevents contradictory measures and ensures coherence in every step taken.

  • Support in acquisitions and key asset decisions

    We assist the family in the practical assessment of significant patrimonial assets — properties, artworks, private collections, vessels, aircraft or vehicles — identifying risks, requirements and administrative implications before any purchase is made.

    Co-ordination with independent specialists

    When technical valuation, inspection, transport, conservation or authenticity verification is required, we co-ordinate the appropriate specialists and ensure that the process is conducted transparently and without conflicts of interest. This reduces the risk of technical errors or poorly informed decisions.

    Document, contract and insurance management

    We oversee contracts, renewals, deadlines, maintenance schedules, registrations and insurance policies associated with special assets, ensuring that everything remains valid and compliant. The aim is to avoid administrative failures that could compromise the asset’s value or create unexpected liabilities.

    Logistics, maintenance and liaison with service providers

    We manage contact with marinas, maintenance providers, art galleries, specialised suppliers or property managers, ensuring that each asset is handled in accordance with its particular requirements and characteristics.

  • Organisation of succession-relevant information

    We gather and structure essential documents — wealth, responsibilities, shareholdings, insurance policies, wills and more — so that succession can be prepared in an informed, transparent and organised manner.

    Practical preparation of succession steps

    We help define the stages and actions required, clarify present and future responsibilities and prevent unintended consequences throughout the process.

    Alignment of Expectations Between Generations

    We facilitate conversations on sensitive matters so that all family members share a unified and coherent understanding of the decisions ahead, reducing the risk of tensions and future conflicts.

    Support during family transitions

    We provide guidance during significant moments of change in family dynamics — reorganisations, early transfers, new responsibilities — ensuring that processes remain stable, clear and efficient.

  • Definition of family rules and processes

    We assist in defining and structuring practical rules regarding responsibilities, boundaries, roles and decision-making mechanisms, helping reduce uncertainty and avoid unnecessary conflict in day-to-day family life.

    Informal mediation of sensitive conversations

    We facilitate dialogue on sensitive matters, mediating differing expectations or opposing viewpoints to enable important decisions to be taken with clarity and respect.

    Structuring of family agreements

    We support the design, discussion and negotiation of family agreements, helping build consensus on matters related to wealth, legacy and family identity.

    Support for recurring family decisions

    We compile, process and prepare the information required for recurring family decisions — whether financial, operational or personal — contributing to more predictable and well-informed outcomes.

  • Family reorganisations

    We support changes and reorganisations in family dynamics — such as relocations or new family structures — assisting with the planning and implementation of the necessary logistics.

    Management of practical and administrative day-to-day matters

    We take care of the management and follow-up of administrative tasks (applications, renewals, appointments, document requests, authorisations and more), helping reduce low-value tasks and the stress associated with them.

    Liaison with essential family partners

    We co-ordinate and streamline communication with schools, doctors, advisers and other key service providers, ensuring smooth and continuous interaction.

    Personalised day-to-day support (family concierge)

    We assist with specific day-to-day matters, always with discretion and proximity, allowing the family to focus its time and attention on what is most important.

How We Support You.

We provide support that is close, discreet, and thoughtfully structured.

  • We begin by understanding the concrete reality of your family: what exists, what causes concern, what requires immediate attention and what will have an impact in the future. Only after listening and understanding do we design a path forward. The aim is simple: to know where we stand before deciding where to go.

  • We gather documents, key people, responsibilities and unresolved matters. We organise fragmented information and highlight what is important, urgent or foundational. We support the family in clarifying priorities, foreseeing risks and determining what should be handled first — always with safety and stability in mind.

  • From this initial diagnosis, we design practical, coherent solutions across patrimonial, tax, succession and family matters. We bring together the necessary professionals, ensuring that every component works in harmony. Our role is to guarantee consistency at every step and to ensure that nothing is overlooked or left misaligned.

  • We bring together the work of lawyers, banks, tax advisers, wealth managers, notaries and other service providers, whether in Portugal or overseas. We oversee procedures, handle documentation, review key details and ensure that every step is managed with care, precision and discretion. Our goal is to ease the administrative load and offer the family a sense of calm and reassurance.

  • Because life evolves, we remain present whenever necessary. We revisit strategies, adapt structures and refine decisions as new circumstances, family events or legal changes emerge. This ongoing support avoids unexpected setbacks and ensures that earlier decisions remain strong and relevant over time.

Every family lives within its own balance: responsibilities, relationships, expectations, and decisions that evolve over time. Our role is to bring clarity where there is complexity and calm where there is uncertainty.

We listen first, organise next, and only then move forward. Continuous support ensures that nothing is overlooked and that every decision contributes to a path that is safe, stable, and coherent.